Network·Venture Capital
📍 BRAINTREE, MA
SEC CRD #801-73128
--> Improving Retirement Outcomes | Gosselin Consulting | Braintree top of page 781-930-3301 Log In IMPROVING RETIREMENT OUTCOMES MITIGATING FIDUCIARY LIABILITY Partner with Gosselin Consulting Group A specialist in retirement plan consulting Services AREAS OF EXPERTISE Plan Design Services Ongoing analysis and review of plan demographics and design features (i.e. auto-enrollment, company match, participant education and communication strategy) Service provider collaboration (to lessen committee workload) Participant communication / education material review and strategy Vendor Search Services Start to finish management of the recordkeeper search process (in collaboration with committee) Design and distribution of Request for Proposal (RFP) to appropriate vendors Assessment of vendor responses and creation of executive summary / comparison Coordination of finalist meetings Support throughout implementation process (if new vendor selected) Operations Support Services Collaboration and support across all service providers to ensure consistency and efficiency (i.e. recordkeeper, investment managers, auditor(s), outside counsel, third party administrator, insurance provider(s)) Manage and support for investment / fund changes, including implementation of non-registered vehicles (CITs, separate accounts) and approvals for asset capacity constrained products Plan merger and acquisition support (mappings, communications, education, fee negotiations) Learn More About Our Services Abo
SHAWN M. CHARLES
MANAGING PARTNER, CO-FOUNDER, CHIEF COMPLIANCE OFFICER
📞 (781) 930-3301
🔒 Sign up for free to view key contact information
Sign up free →This profile has not yet been verified by the firm. Information may be incomplete or outdated. Claim this profile to take control of your listing.
Location
BRAINTREE, MA
Claim this profile to complete your information, set investment criteria, and start receiving curated deal flow from sponsors on DEALITHIC.